GC
Garde Capital Portfolio holdings
AUM $1.87B
This Quarter Return
-1.71%
1 Year Return
+14.67%
3 Year Return
+58.47%
5 Year Return
+86.48%
10 Year Return
+153.43%
AUM
$1.75B
AUM Growth
+$230M (+15%)
Cap. Flow
+$279M
Cap. Flow % of AUM
15.95%
Top 10 Holdings %Top 10 Hldgs %
52.32%
Holding
856
New
578
Increased
54
Reduced
93
Closed
52
Top Buys
| 1 | $115M | |
| 2 | $50.1M | |
| 3 | $47.2M | |
| 4 | $31.7M | |
| 5 | $29.3M |
Top Sells
| 1 | $4.16M | |
| 2 | $3.37M | |
| 3 | $1.89M | |
| 4 | $1.5M | |
| 5 | $1.47M |
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Communication Services | 3.13% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 0.82% |
| 5 | Consumer Staples | 0.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.04K | ﹤0.01% | +67 | New | +$2.04K | |||
| $1.96K | ﹤0.01% | +15 | New | +$1.96K | |||
| $1.95K | ﹤0.01% | +265 | New | +$1.95K | |||
| $1.91K | ﹤0.01% | +132 | New | +$1.91K | |||
| $1.91K | ﹤0.01% | +15 | New | +$1.91K | |||
| $1.86K | ﹤0.01% | +15 | New | +$1.86K | |||
| $1.84K | ﹤0.01% | +20 | New | +$1.84K | |||
| $1.82K | ﹤0.01% | +5 | New | +$1.82K | |||
| $1.81K | ﹤0.01% | +190 | New | +$1.81K | |||
| $1.79K | ﹤0.01% | +30 | New | +$1.79K | |||
| $1.76K | ﹤0.01% | +20 | New | +$1.76K | |||
| $1.76K | ﹤0.01% | +30 | New | +$1.76K | |||
| $1.75K | ﹤0.01% | +44 | New | +$1.75K | |||
| $1.74K | ﹤0.01% | +15 | New | +$1.74K | |||
| $1.72K | ﹤0.01% | +10 | New | +$1.72K | |||
| $1.7K | ﹤0.01% | +8 | New | +$1.7K | |||
| $1.66K | ﹤0.01% | +5 | New | +$1.66K | |||
| $1.65K | ﹤0.01% | +22 | New | +$1.65K | |||
| $1.6K | ﹤0.01% | +20 | New | +$1.6K | |||
| $1.6K | ﹤0.01% | +10 | New | +$1.6K | |||
| $1.54K | ﹤0.01% | +5 | New | +$1.54K | |||
| $1.53K | ﹤0.01% | +5 | New | +$1.53K | |||
| $1.52K | ﹤0.01% | +68 | New | +$1.52K | |||
| $1.51K | ﹤0.01% | +24 | New | +$1.51K | |||
| $1.49K | ﹤0.01% | +20 | New | +$1.49K |
